Alex pulls a report: “T&E Spend – Last 30 days.” Charts show top vendors, out-of-policy trends.
“Sarah adds the business purpose — ‘Q3 strategy dinner with client’ — and attaches the receipt image. She can also log mileage by letting her phone track the route, or import corporate card charges automatically.” concur expense reporting demo
“Finance can see that the Sales team is 18% over travel budget this quarter. With Concur, you spot trends before they blow the budget. You can even set automatic alerts for excessive overtime or duplicate submissions.” Step 6: Employee Reimbursement & Receipt Archive Screen: Sarah’s mobile – “Reimbursement sent” notification Alex pulls a report: “T&E Spend – Last 30 days
“Back at her laptop, Sarah groups expenses into a report. Notice the system flags that her dinner is $12 over the local per diem limit. A warning appears, but Sarah adds an approved justification: ‘Client insisted on premium venue.’” With Concur, you spot trends before they blow the budget
“One click sends the report to her manager, David, along with the justification. Concur automatically routes based on approval rules — no chasing signatures.” Step 3: Manager Approval (Manager Dashboard) Screen: Manager view – Pending approval queue
“David reviews the flagged dinner. The system shows the policy threshold and Sarah’s note. He can approve, ask for changes, or reject. He clicks ‘Approve’ — takes 15 seconds.”
Finance user, Alex, opens the batch approval queue. The report is marked “Clean – No VAT issues.”